5.3. Reflection Checkpoint

Key Takeaways

Before proceeding, ensure you can:

• Find a previous chat, including when the app-scoped pane hides it (use All chats)
• Rename and delete chats, and explain why deleting a chat doesn't delete memories created from it
• Move a chat to a notebook and explain how a notebook grounds Copilot on its references
• State the notebook sharing rules: edit access only, no groups, no external sharing, and licensed-only premium sources

Connecting Forward

Phase 6 moves to the new agents domain: choosing and applying Microsoft's prebuilt agents, deciding when a custom agent is warranted, and delegating multi-step work to Copilot Cowork.

Self-Check Questions

1. A manager needs to clear a Copilot chat that accidentally included confidential personnel information, and also wants Copilot to stop remembering a detail it saved during that chat. What two actions does she need?
2. What's the practical difference between keeping related chats in your history and moving them into a notebook, both for finding them later and for the quality of Copilot's next answer?